Although I've done it myself I think it's a mistake to suggest any share is a bargain as the ultimate low is zero. It happens often enough - Carillion, ToysRus, Maplins, to name just three recent ones.
The pressing concern I have with VOD is the Liberty issue - how will Liberty's assets be paid for, if a deal goes ahead? More debt added to the existing high debt? We all know how the market latches on to high debt levels when it wants to... Or a rights issue - cap in hand to existing investors? An asset swap is another possibility but there is potential for disruption there too. Clarity is what is needed and the lack of is what's holding VOD back IMHO.
I also have an issue with the lack of earnings visibility but that's been done to death already (look back through old posts if you must).
Overall, FWIW (which let's face it isn't a lot) I'd like to see another ~50p off before buying in. If you think that's pie in the sky territory then take a look at a long term (20+ years) chart. All should become apparent.
If I really felt the need to buy right now (which I don't) then I'd be buying in tranches to build a position over time.
If iii are wondering about diluting their SEO by reducing the number of pages then they could instead move the forum to a subdomain keeping the community happy. I think the forum will end up a mess and full of two sentence posts with smiles to wade through to get to the good stuff
Hi guys. Barcplus was originally setup with separate boards for every stock in the ftse350.
I was advised at the time that this was overkill whilst the numbers using the site where small. The intention was to start small and maybe even stay small as it was the almost the first site I had tried creating and would be a lot easier to manage. I work shifts so can't allocate 12 hours a day to it. We do have our own moderators who have earned that position via their posting quality and sensible approach to posting. There is a mix of posters who go long or short etc along with our mix of political views. We get on great with banter as a board requirement which means we've never had to delete a single post though I must admit that record can't last if/when the numbers grow. Thanks for popping in and having a look around. Thanks for the feedback also.
One thing for sure is that these "off the shelf" BB's can be highly customized so am glad to see ii making the effort to move in that direction though I can appreciate that they won't be able to please everyone, especially with thousands of posters.
I do think that ii should be sorting their trading platforms out before the discussion boards but hopefully that happens soon ,not that I use it.
A 3rd & final SB long. Reasons: circa 199 is close to support level tested & held a few times in recent weeks. Nearly all FTSE down, so little happening here stock-specific as far as recent days go. Volume looks set for low. Averaging down too.
Targets academic, but today's add will be settled before other 2. - GLA.
Think you are both right folks, ii is simple to use or was, if it aint broke why "fix" it, springs to mind! I think Blueshare takes a little getting used to and evolved from a group of approx 1500 investors who nearly lost their shirt on the late QPP (Now evolved into WTG) We banded together with a variety of expertise and saved everyone's skins and subsequently formed Blueshare. This was about 3 years ago and to be honest Blueshare is imo at the "Adventurous" end of investing and most interest there is at the AIM end of the market but there are some good honest investors there.
I agree with everything trader jack says. The advantages brought about by computers have been more than cancelled out by the frustration, stress, high blood pressure struggling to navigate constantly improved operating systems, platforms etc causes. The world is held hostage to computer nerds. iii is obviously a popular site - why does it have to go?
Thanks for the suggestion to have a look at Blueshare, I am having trouble finding recent posts, I tried the search facility for individual shares for example I tried to look up VOD but was unable to find a listing, a page came up "New economic Landscape chat." I then typed Vodafone plc into the search facility and eventually came up with
an item on VOD but dated last April.
I never consider myself computer literate especially in this day and age and like Barcplus my first foray into this sight seems less than rewarding.
Perhaps it is just me, but I would still prefer to have a site like the current ii site where I can list a "portfolio" of stocks and find discussion pages just a click away. Keep things as simple as possible. I am sure that there must be many people on the ii boards who have as little or less expertise in navigating some of these sites. If ii makes its site more difficult to navigate in future I will probably just give up trying to participate and settle for reading the City news in the good old currant bun.
I am of an age where I seem to have more and more trouble coping with change, I'm getting too old for all this!
"There is no abuse, no attacks, has never happened... Differing views are very well tolerated and accepted... No adds, no spam, no rampers nor derampers."
I think we should accept that the harmonious community which Soi describes is much more likely to prevail in a small user group of mostly like-minded people.
But as a function of success, as and when this grows in terms of both numbers and the variety of participants, then at least a degree of mischief-making - across the specific examples of such as Soi outlines - is unavoidable. It is the way of the social-media world... the bigger the user group the more valuable the site, with iii being a good example, but I think it unrealistic to hope that the relative lack of 'negativity' will continue as (if?) and when it gains critical mass, as it will do if it's successful.
Personally, rather than try and keep a user group small and/or "closed", I would aspire to as wide and broad an audience as possible - even if this means a minority, but still material, "t r o l l" element, as I think it does. The answer lies in a strong and proactive element of self-regulation - with "engage and expose" being the operative ethos, rather than merely an 'ignore' function - which might 'protect' individual users, but does little to prevent the spread of misinformation (malicious or otherwise), which is most dangerous to the integrity and utility of any site such as this.
Thanks very much for the comments, I will try my best to come to terms with the new (to me) site. I also do not enjoy the constant abuse that some posters seem to relish dishing out on this site. There are some posters who I will not even look at as their posts seem only aimed at making the most outlandish statements.
Yes, there must always be two sides to any discussion to give it validity but there is absolutely no need to denigrate someone just because their well held beliefs differ from ones own. I suppose it has happened all through history sometimes with dire results for individuals and even nations, but it seems to me to be a reflection of the times now. Is it now what we call the "snowflake" generation?
I hope to catch up with you more on the new site and I always look for your postings not that I will ever feel confident enough to join the SB or CfD communities.
Well, I thought SOMEONE was. But it seems serious and sober enough, and I bow to AuGment's wisdom here....
"If only they could achieve similar headlines back on earth!"
Talking of headlines... there is an alternative, and not altogether innocent, explanation. The barrage of RNS headlines, along mostly warm and cuddly and "blue sky" (literally?) themes, is merely to soften us up for the other one coming our way soon... the one where they announce a big equity raising to buy a few rusty cables in deepest, darkest Eastern Europe from that snake-oil salesman Malone....
Sounds very Sci Fi but pretty standard technology in use here. Whats clever is the redesign of the antennae and BTS equipment by Nokia so that they can be deployed on the moon. This is not so much a network but a single radio base station capable of transmitting pictures and other data from the moons surface over a 4G network. Great advert for the technology in my view but not as complicated as it sounds. If only they could achieve similar headlines back on earth!
Well thanks for the compliment, I am never sure whether any comment I make is worthy of a response.
I understand what you say about assisting the site to attract new contributors and many of those who have populated the ii board.
Personally, I am pretty slow at catching on to newish trends and new sites tend to have me reaching for my first large drink of the day. Many of my friend who are still with us despair of my refusal to encompass facebook, twitter and snapchat and all the rest of these (in my own view) wird new sites.
It took me almost 10 years to get used to ii before I put up my first post so what chance do I have I wonder.
I have registered and logged on to Barcplus and my first thoughts are disappointing. Discussion seem to be only a fraction of what appears currently on these boards.
jack - ooh, you expect a lot!
Question is, what are the alternatives for if or when this ship goes down?
The BIG plus point for me with barcplus is that I know many of the names from waaaay back on iii, eg, jackdawsson etc.
It takes years to build a reputation as someone who is genuine and worth reading.
Barcplus will do me fine as it builds (hopefully) momentum.
Who knows what it might become...how about getting in there and inluencing/assisting while it's in its infancy?!
Meantime, while I acclamatise and steadily migrate to the new site, I intend to use the likes of Hargreaves Lansdown for the fundamental info and technical facilities.
Fwiw, it's posters like yourself that I hope to see posting there.
I have registered and logged on to Barcplus and my first thoughts are disappointing. Discussion seem to be only a fraction of what appears currently on these boards. There seem to be many categories that have had no postings at all on them and many where the most recent post is sometime last year.
I am with those who would like to see the discussions linked to individual shares rather as ii do at the moment.
I also like to be able to see the current share price whilst I am reading the discussion / thread (as in the case of soi for example)
Whatever the perceived faults of ii discussion boards and the attempts by ii to "update" their pages the thing that ii need to do before this new discussion site is let loose on us poor investors is to ensure that full beta testing is done so that there are few if any complaints once it goes live!
"It looks like I'll are planning to change the discussion boards as they want more traffic on them. Specifically by doing away with individual boards for each company and having a few all encompassing threads."
CashP - I too have concerns about change here. However, from everything I have read, it sounds like they ackowledge the need for individual stock-specific discussions to be visible and accessible on individual stock pages - if so, then it should work very much like the current system.
And FWIW, I think individual discussion threads could work better, with the whole discussion available and visible, rather than just a long list of individual contributions to the same thread which have to be individually opened, as is the case now.
It looks like I'll are planning to change the discussion boards as they want more traffic on them. Specifically by doing away with individual boards for each company and having a few all encompassing threads.
They are inviting comment on this. I think it sounds like another flash looking muddle is going to be created.
LONDON (Reuters) - Vodafone (VOD.L) said on Monday it would sell its stake in Vodafone Qatar (VFQS.QA) to its joint venture partner, the Qatar Foundation, for 301 million euros (£265 million) but keep its red brand present in the country under a future partnership deal.
Qatar has faced an embargo from Arab countries since June last year and the business has not been one of the stronger performers in the Vodafone portfolio, but a person familiar with the situation said the decision stemmed from its wider move to sell assets it did not control.
The worlds second biggest mobile operator has spent several years selling minority stakes under its Chief Executive Vittorio Colao, who is seeking to streamline the sprawling group, exiting countries such as Poland, China and France.
Vodafone and the Qatar Foundation, a semi-private educational organisation founded by the emirs father, hold 45 percent of Vodafone Qatar through a joint venture, with the rest of the operator owned by the government of Qatar and other investors.
Vodafone holds 51 percent of the joint venture.
The British company said despite the sale its brand would remain in Qatar as part of a partnership agreement that will run for an initial term of five years.
TO READ THE REST:
It's a good natured board which covers the whole investment spectrum.
If you enjoy discussions without acrimony you would be most welcome.
For anyone potentially interested, I am familiarising myself with the site and would suggest to anyone with concerns here that they have a look.
I'm finding it worthwhile.
For the record, I have no association or involvement with the ownership or admin of the site.
VODAFONE AND SAMSUNG STRATEGIC PARTNERSHIP TO LAUNCH
SMART HOME SERVICES
Mobile World Congress, Barcelona, 25 February 2018
Vodafone Group today announced that it will become Samsung's exclusive strategic telecoms partner in selected European markets to develop and launch a range of consumer Internet of Things (IoT) 'Smart Home' product and services. The "V-Home by Vodafone" suite brings together Samsung's "SmartThings" open platform and the "V by Vodafone" consumer IoT system (launched in November 2017*) to offer consumers simple but powerful home automation, security and safety products and services.
The 'Smart Home' concept brings advanced telecoms network intelligence to a wide range of consumer devices and appliances in the home to create a new generation of sophisticated security, safety and leisure products. Connected devices such as security cameras, smoke detectors, water leak sensors, smart lighting and smart heating help make properties more secure and energy-efficient. Analysts estimate that by 2020 there will be more than 290 million consumer smart home devices in the countries in which Vodafone operates, up from around 45 million today**.
The "V-Home by Vodafone" suite provides immediate alerts to the customer's smartphone in the event of a home intrusion. It also enables simple remote automation of home appliances and utilities, including voice activation via home voice assistants. "V-Home by Vodafone", with the Samsung SmartThings Wifi hub will be launched in Spain and Germany in Q2 2018, marking the exclusive European debut of Samsung's innovative new Smart Home controller as well as the release of Vodafone's powerful consumer IoT suite focused on protecting and enhancing the home. "V-Home by Vodafone" will be launched in other markets later in the year.
"V-Home by Vodafone" and the Samsung SmartThings Wifi hub will be available exclusively through Vodafone stores and the Vodafone online consumer IoT marketplace in Germany, Spain and other markets to be announced in due course during 2018. The first co-developed and co-branded offering is a "V-Home by Vodafone" starter kit focused on home security. It consists of:
- Samsung SmartThings Wifi hub - this compact (12cm x 12cm x 2.9cm) device will sit unobtrusively in the home as part of the interior design and can manage and interconnect a large number of compatible IoT products to the SmartThings open platform;
- SmartThings Security Camera - this compact camera (6.5cm x 6.5cm x 3.35cm) provides high-quality images (at 720p resolution) and has motion detection and built in infra-red for night time. Up to 14 days' video will be stored in an encrypted "V-Home by Vodafone" personal video cloud.
- SmartThings Multipurpose Sensor - this 4.8cm x 3.4cm x 1.4cm multipurpose sensor can be placed on a window or door to generate an immediate alert if it is opened or closed unexpectedly, or if left open. It can also monitor changes in room temperature and vibration, sending an alert if the room is too warm or too cold, or if there is a knock on the door.
- SmartThings Siren - this small (9.5cm x 6.3cm x 3.95cm) but loud (85dB) warning siren is fitted with a strobe light. It will plug into any power socket - and connects to the Samsung SmartThings Wifi hub using the ZigBee wireless protocol.
- Vodafone "V-Home Alarm Assistant" - this is a comprehensive alerting service that uses the Vodafone network to send a series of app notifications, SMS messages and automated outgoing phone calls, as necessary, to named contacts (the customer plus nominated others such as family, neighbours and friends) within 15 minutes of an alert being triggered.
Vodafone "V-Home Monitor" - the "V-Home Monitor" is the 'front end' of the "V-Home by Vodafone" system, with simple set-up via the customer's smartphone. The "V-Home Monitor" and SmartThings app makes it easy for custo
"The dividend is covered on a cash flow basis, it wasn't but is now... Wondered if Bill123 is about how to you rate the Telegraph view.own"
Gooffy - if you are indeed referring to me... first off, I would stress, the author of the Telegraph is a proper analyst of considerable experience (now investment director of AJ Bell), with whose work and credentials I am very familiar. So I'd always take his view seriously.
The VOD dividend is now covered by FCF, on their OWN definition, and should be comfortably so this year, assuming they achieve their guidance - though it is not necessarily covered by FCF definitions including spectrum payments, which VOD does not. So I don't see spectrum having any immediate impact on formal dividend policy - and it's not as if they are sudden or unexpected commitments that creep up on them.
But they are a fact of life in what is, and will remain, a relatively capital intensive industry - and it is possible that heavy commitments here might induce a bit more caution on dividend growth, as opposed to the actual dividend level, than might have been the case.
But I think the Telegraph's more pivotal focus was on the potential asset deal with Liberty - given talk that VOD might be looking at assets worth E14-17bn, it's a major issue given that this could involve a major equity finance element (though possible asset swaps might avoid this). Particularly coming at a time when capital commitments (ie. spectrum) are already riding high.
So the Questor conclusion was "avoid" VOD at least until the Liberty deal situation clarifies - and as such, hard to argue with it too strongly. However, I would say this is already (at least partly) reflected in a SP down around 200p, a significant discount to the 230-240p sustained immediately prior - in itself an undemanding level IMHO.
I can indeed see the case for holding off from buying more as a result - which is indeed broadly where I am with VOD - but I wouldn't be selling it here. And if I were pushed, I'd say a purchase here is more likely to be rewarded than not, medium-term (if not sooner), given the decent chance that the net cost of a Liberty deal might be a lot less than feared - and the fact that the huge synergies on offer are likely to deliver reasonable value from such a deal, even assuming a fairly punchy purchase price.
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